Helping You Create a Financial Plan That Grows With You

Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs and gets you started on the path to financial security.

The process of achieving financial security – the confidence that comes from taking action today to provide for tomorrow – is different for each of us. Often, the first step is to establish a relationship with someone who takes the time to learn about your values, understand your dreams and help you create a personal financial plan that will evolve with you over time.  

Mark Leong is thankful every day that he has the opportunity to listen to his clients, and to teach and energize them about their future. Mark works with his clients to ensure they have well thought out objectives, clear action steps, and a realistic timetable to achieve their financial goals and protect the people and things they care about most.  Let Mark and his team help you achieve a secure financial future.    .  n 

My Mission

Mark’s mission statement is “to help as many people as I can, in as big of a way that I can.”  He applies this mission statement with all new people he meets with and carries it into his strong relationships that he builds with his clients over the years.

Shall we work together?

Do you want an advisor who can help lift the burden of the business of life? With risk all around us, do you want a plan that strives for the highest degree of financial security? Do you want an advising team to help bring efficiency and happiness to your life today, while partnering with you for tomorrow?

 *   Do you want it done?
 *   Do you want it to work well?
 *   Do you want to have fun doing it?

We do, too!

Make a commitment to yourself and give us a call. Say yes to a partnership that will bring your values to life.

Mark K. Leong, CFP®, ChFC®

Wealth Management Advisor

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